Sylvamo Releases Second Quarter Earnings
Sylvamo (NYSE: SLVM), the world's paper company, is releasing second quarter earnings. The company will host an audio webcast at 10 a.m. EDT at [url="]investors

International Paper Company, established in 1898 and headquartered in Memphis, Tennessee, functions as a leading global packaging enterprise. Its extensive operational footprint ...
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$1.85 per share
Est. EPS $0.32 · Revenue $6.31B · 6 analysts
Est. EPS $0.83 · Revenue $6.37B · 6 analysts
Est. EPS $1.37 · Revenue $24.61B · 7 analysts
$1.85 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $24.9B | +33.7% | +0.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-3.5B | -731.2% | -120.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +29.5% | +4.9% | +33.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -11.3% | -543.1% | -74.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -14.1% | -572.1% | -119.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-159.0M | -121.0% | -107.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -0.6% | -115.7% | -107.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 72.9% | +1.7% | +4.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.28x | -15.2% | -9.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $38.0B | +66.5% | +0.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -6.71 vs 0.24 | -2892.2% | -0.02 vs 0.32 | -106.2% |
| Revenue Surprise | $24.9B vs $24.5B | +1.4% | $6.0B vs $6.3B | -4.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Hamic William Thomas | officer: Exec. VP & President | Common Stock | D | 24,500 | $41.20 |
| Aug 7, 2026 | Hamic William Thomas | officer: Exec. VP & President | Common Stock Units | A | 24,291 | — |
| Aug 4, 2026 | Goughnour Holly G. | officer: VP & Chief Accounting Officer | Common Stock | D | 3,500 | $41.96 |
| May 12, 2026 | ROBBIE DAVID A. | director | Common Stock | A | 5,298 | — |
| May 12, 2026 | ROBBIE DAVID A. | director | Common Stock | D | 1,233 | $32.47 |
Operator: Good morning, and thank you for standing by. Welcome to International Paper's Second Quarter 2026 Earnings Call. [Operator Instructions] It is now my pleasure to turn the call over to Mandi Gilliland, Senior Director of Investor Relations. Ma'am, the floor is yours. Mandi Gilliland: Thank you. Good morning, and good afternoon, and thank you for joining International Paper's Second Quarter 2026 Earnings Call. Our speakers this morning are Andy Silvernail, Chairman and Chief Executive Officer; and Lance Loeffler, Senior Vice President and Chief Financial Officer. There is important information at the beginning of our presentation, including certain legal disclaimers. For example, during this call, we will make forward-looking statements that are subject to risks and uncertainties. These risks and uncertainties and other factors that could cause or contribute to actual results differing materially from such forward-looking statements can be found in our press releases and reports filed with the U.S. Securities and Exchange Commission. We will also present certain non-U.S. GAAP financial information. A reconciliation of those figures to U.S. GAAP financial measures is available on our website. Our website also contains copies of the second quarter earnings press release and today's presentation slides. So now let me turn it over to Andy Silvernail. Andrew Silvernail: Thanks, Mandi. Good morning, good afternoon, everyone. Let's begin on Slide 3. During the past few quarters, we've been clear about our focus on improved execution. Results in the second quarter showed tangible progress, reflecting the commitment of our team to deliver in a complex operating environment. Across the company, we delivered strong operational performance, successfully executed a particularly heavy outage schedule and advanced key strategic investments. Also, we continued taking cost and complexity out of the business, producing results that exceeded our expectations for the quarter. In North America, we continued our trend of year-over-year box volume growth, and we expect to outpace the industry again this quarter. We also improved our overall mill performance and completed the Riverdale machine conversion on time. In EMEA, we accelerated cost-out actions and advanced our transformational investments. We also continued making steady progress toward the planned separation of our EMEA packaging business. More broadly, the priorities we established for 2026, improving reliability, simplifying the business, strengthening our cost structure and investing where we can create the most value are progressing as expected and reinforcing the momentum we're seeing. We still have work to do, but we're seeing better execution and improving performance as we build a stronger International Paper. Let's take a closer look at the quarter. I'm on Slide 4. One of the clear signs we're making progress is our ability to grow above the market. In the second quarter, our box volumes in …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Timothy S. Nicholls | Executive Vice President & President of DS Smith | USD 2,896,378 | Male | 1961 | Active |
Andrew K. Silvernail | Chief Executive Officer & Chairman | USD 2,663,506 | Male | 1971 | Active |
Lance T. Loeffler | Senior Vice President & Chief Financial Officer | USD 1,676,548 | Male | 1977 | Active |
William Thomas Hamic | EVice President & President of North American Packaging Solutions | USD 1,600,429 | Male | 1966 | Active |
Joseph R. Saab | Senior Vice President, General Counsel & Corporate Secretary | USD 1,308,098 | Male | 1969 | Active |
Mandi Gilliland | Senior Director of Investor Relations | — | — | — | Active |
Michael H. Anderson | Vice President & Chief Information Officer | — | — | — | Active |
Sophie N. Beckham | Vice President & Chief Sustainability Officer | — | Female | — | Active |
Errol A. Harris | Vice President & Treasurer | — | Male | — | Active |
Melissa S. Flores | Senior Vice President & Chief Human Resources Officer | — | Female | 1983 | Active |
Sylvamo (NYSE: SLVM), the world's paper company, is releasing second quarter earnings. The company will host an audio webcast at 10 a.m. EDT at [url="]investors

International Paper NYSE: IP reported second-quarter operational progress as it worked through a heavy maintenance outage schedule, completed a key machine conversion and advanced restructuring efforts in Europe. The company said execution was stronger than expected despite softer demand in some markets, higher costs and the temporary shutdown of its Pine Hill mill for structural roof repairs.

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International Paper Company (IP) Q2 2026 Earnings Call Transcript

International Paper beats adjusted earnings estimates despite a profit slump as maintenance outages hurt margins, while outlining third-quarter EBITDA targets and 2026 guidance.
